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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.88M
3
+$4.72M
4
NAVI icon
Navient
NAVI
+$4.7M
5
ASH icon
Ashland
ASH
+$4.66M

Top Sells

1
+$5.1M
2
+$4.5M
3
+$4.33M
4
LRCX icon
Lam Research
LRCX
+$4.32M
5
AMGN icon
Amgen
AMGN
+$4.08M

Sector Composition

1 Financials 13.38%
2 Consumer Discretionary 12.37%
3 Technology 12.15%
4 Industrials 11.43%
5 Materials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.09%
27,752
+124
227
$244K 0.06%
1,029
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